SalesNOW

SalesNOW

Interchange Solutions
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About

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

About

SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business. Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small businesses that need an all-in-one CRM and sales and marketing platform

Audience

SalesNOW is an affordable solution for any size business, that wants to streamline their sales process while gaining more reporting visibility. It is also compatible to work in any industry.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$40 per month
Free Version
Free Trial

Pricing

$24.95/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.4 / 5
ease 4.0 / 5
features 4.7 / 5
design 4.3 / 5
support 4.5 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Keap is a very updated platform and has a very simple and easy-to-navigate interface. It automatically identifies possible leads and showcases them in an organized manner. Its automation features like follow-up mode directly connect with leads. It has wide customization options for email designing and campaign modification. Also, the emails bounce rate is very low.
  • Build funnels to sell your products and services. More advanced marketing features that will help you sell online.
  • We love infusionsoft! It works great. Having our sales and marketing processes in the same system is a huge win!
  • The databases that we can add to the Infusionsoft platform can have different extensions, but generally the size of these is quite large, and the platform does not show any problems when importing them, which shows that it is optimized enough to deal with a lot of data.
  • This application provides management and access to customer database and timely tracking of customer updates. It serves financial functions such as payment and customer management. Apart from having a state-of-the-art automated system, Infusionsoft allows you to manage shopping pages and coupon codes.

Cons

  • The campaign reporting has a low amount of data to examine. No other con.
  • Too confusing to use. Will take up a lot of your time to work with this software. For advanced marketing tech builders.
  • The only downside to infusionsoft is the price. Pretty expensive for startups.
  • Automating the creation of marketing documents within Infusionsoft may not be the most appropriate due to the problems the platform has in mobilizing or managing files in general. In terms of price, Infusionsoft turns out to be one of the most expensive marketing automation services (up to $99 per month depending on the plan).
  • Apart from not having a system for storing documents and other files, the application does not provide interaction with work groups through internal chats. It leaves out influence tracking and overhead tracking functions. Likewise, it does not operate to keep track of time or life cycle of consumers in our database.

Pros & Cons from Real Users

Pros

  • The format is somewhat simplistic, but very effective and user friendly. While I was not involved in the implementation process, the support team is top notch in being readily available for either questions or training.
  • The SalesNOW application is the best way to track all of Sales opportunities. I've personally used this tool the last 14 plus years and appreciate the ease of creating new content as some tools like Salesforce takes much longer like 45/60 minutes upload each opportunity. Most Sales Executives are not willing to spend that much time and with SalesNOW within Five minutes or less you can create a new company and Project details within minutes!!
  • SalesNOW is the most intuitive and user-friendly CRM we've ever used. Entering data is a simple process. Searching records is a relatively fast process.
  • We have had the pleasure of working with SalesNOW for many years, and it has truly transformed the way our team manages client relationships and sales processes. Their CRM is by far the most user-friendly and easily customizable solution we've encountered. From day one, SalesNOW has consistently exceeded our expectations, making it an invaluable tool for our business. Pros User-Friendly Interface: The platform is incredibly intuitive, even for those who aren't tech-savvy. Navigating through the CRM is seamless, and we’ve noticed increased efficiency within our team due to how easy it is to use. Customizability: SalesNOW allows for deep customization to meet our unique business needs. Whether it's modifying workflows, reporting, or integrating with other tools, it’s a breeze to tailor the CRM to our specific requirements. Top-Notch Customer Support: SalesNOW’s customer support is second to none. Every time we’ve reached out for assistance, the support team has been responsive, knowledgeable, and incredibly helpful. It’s clear that the team truly cares about their clients’ success. Value for Money: In terms of cost, SalesNOW offers incredible value. The platform provides so many features at an affordable price point, and it's far more cost-effective than many other CRMs on the market. The ROI we've seen from using this CRM has been well worth it.

Cons

  • Data input sometimes has to be replicated due to "timing out" issue.
  • Nothing I can think of currently, we've had a lot of success with the SalesNOW application and will continue to use it for all Three of our companies Executives and Project Managers.
  • Would love to have a time-saving voice-enabled data entry option.
  • None: Honestly, there are no cons to speak of. SalesNOW has consistently met and exceeded our expectations in every area, from usability to customer support. It truly stands out in every aspect. I've been working with the Team at SalesNOW for over a decade!

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Keap
Founded: 2001
United States
keap.com

Company Information

Interchange Solutions
Founded: 1991
Canada
getstarted.salesnow.com

Alternatives

Alternatives

Freshsales

Freshsales

Freshworks
monday CRM

monday CRM

monday.com
monday CRM

monday CRM

monday.com

Categories

Categories

CRM

SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Unlike other platforms, SalesNOW is committed to ensuring your CRM implementation succeeds. With 50% of CRM systems abandoned within two years, SalesNOW stands out by providing exceptional support. Our Business Analysts help tailor the platform to your business needs, while dedicated Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.

Streamline client management and grow your book of business with SalesNOW CRM, designed to meet the unique needs of insurance professionals. Track policies, manage renewals, and nurture client relationships with ease. With mobile and web access, stay connected to clients and prospects wherever you are. SalesNOW stands out with exceptional support. Our Business Analysts customize the platform to fit your insurance workflows, and Account Managers ensure your team is trained to maximize every feature—from managing leads to tracking renewals and claims. Boost efficiency, improve client retention, and grow your business with SalesNOW CRM—the trusted partner for the insurance industry.

Effortlessly capture, track, and nurture leads with SalesNOW CRM. Designed for businesses focused on lead management, SalesNOW streamlines the entire process—from identifying prospects to closing deals. Gain real-time insights, prioritize leads, and ensure no opportunity slips through the cracks. What makes SalesNOW different? With 50% of CRM implementations abandoned within two years, our dedicated Business Analysts customize the platform to your needs, while Account Managers ensure your team is trained to convert leads into customers. Turn prospects into lifelong clients with SalesNOW CRM—the smart choice for lead management.

Marketing professionals need a CRM that drives campaigns and streamlines lead management. SalesNOW CRM empowers you to capture, nurture, and convert leads with ease. Manage contacts, track campaigns, and analyze results to make data-driven decisions—all in one platform, accessible on mobile or web. What sets SalesNOW apart? While 50% of CRM systems fail within two years, our dedicated support ensures your success. Business Analysts help you customize the CRM to fit your marketing workflows, and Account Managers train your team to maximize its impact. Boost engagement, streamline campaigns, and track ROI with a CRM designed to elevate your marketing strategy. Choose SalesNOW for results that stick.

Sales teams need a CRM that works as hard as they do. SalesNOW CRM simplifies contact management, lead tracking, and deal closing, helping you stay organized and focused on what matters—hitting your targets. With mobile and web access, your team can sell smarter, anywhere. Unlike other platforms, SalesNOW is built for success. While 50% of CRM implementations fail, our Business Analysts tailor the system to your sales process, and dedicated Account Managers ensure your team is fully trained to leverage every feature. Close more deals, track performance, and grow revenue with SalesNOW CRM—the ultimate tool for sales success.

Streamline your sales processes with SalesNOW CRM, the ultimate tool for sales force automation. Manage contacts, leads, deals, and activities effortlessly, while automating repetitive tasks to free up your team’s time for what matters—closing deals. Accessible via mobile and web, SalesNOW keeps your team productive anywhere. Unlike other platforms, SalesNOW ensures your success with unparalleled support. Our Business Analysts customize the system to your sales workflow, and Account Managers provide comprehensive training to help your team maximize every feature. Optimize your sales force, improve efficiency, and drive results with SalesNOW CRM—the automation solution built for sales success.

Take control of your sales pipeline with SalesNOW CRM, the perfect solution for tracking deals, performance, and progress. Gain real-time visibility into every stage of the sales cycle, identify top-performing opportunities, and make data-driven decisions to boost revenue. With mobile and web access, your team stays connected and informed anywhere. What sets SalesNOW apart? While 50% of CRM systems fail, our Business Analysts tailor the platform to fit your sales tracking needs, and Account Managers ensure your team is fully trained to get the most out of it. Stay on top of your sales game with SalesNOW CRM—your partner in tracking success.

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Appointment Scheduling Features

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Customer Communications Management Features

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Nurturing Features

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Constant Contact
Gmail
Mailchimp
Microsoft Outlook
AccessAlly
Aktify
AxisCare
ClickUp
Cyfe
DropFunnels
Freedom Merchants
GrooveJar
Help Scout
Kayako
Lead Docket
Nekton.ai
Rapid Fulfillment
Sniply
StayFi
Wishpond

Integrations

Constant Contact
Gmail
Mailchimp
Microsoft Outlook
AccessAlly
Aktify
AxisCare
ClickUp
Cyfe
DropFunnels
Freedom Merchants
GrooveJar
Help Scout
Kayako
Lead Docket
Nekton.ai
Rapid Fulfillment
Sniply
StayFi
Wishpond
Claim Keap and update features and information
Claim Keap and update features and information
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Claim SalesNOW and update features and information